HWM
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HB Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

HB Wealth Management’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Buy
4,217
+1,717
+69% +$163K ﹤0.01% 1106
2025
Q4 		$254K Hold
2,500
– – ﹤0.01% 1223
2025
Q3 		$255K Hold
2,500
– – ﹤0.01% 1152
2025
Q2 		$235K Buy
+2,500
New +$207K ﹤0.01% 1045
2025
Q1 		– Sell
-2,500
Closed -$213K – 1248
2024
Q4 		$213K Buy
+2,500
New +$206K ﹤0.01% 958

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GI
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KA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return